ECM
JPUS

ETrade Capital Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

ETrade Capital Management’s Portfolio JPUS Stock Details JPUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$252K Sell
3,412
-1,631
-32% -$120K ﹤0.01% 761
2020
Q2 		$350K Buy
+5,043
New +$336K 0.01% 625

Other funds holding JPUS

MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $933M AUM 28.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ETrade Capital Management's JPUS Position: Q3 2020 in Review

ETrade Capital Management reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 32% in Q3 2020, selling an estimated $120K and leaving 3,412 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

ETrade Capital Management first reported a position in JPUS in Q2 2020 and has held it in 2 quarters since. The position peaked at $350K in Q2 2020. 77 funds tracked by Wall St. Rank hold JPUS as of Q3 2020.

  • ETrade Capital Management held 3,412 shares of JPMorgan Diversified Return US Equity ETF worth $252K as of Q3 2020.
  • ETrade Capital Management sold 1,631 JPMorgan Diversified Return US Equity ETF shares in Q3 2020, an estimated $120K.
  • JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of ETrade Capital Management's portfolio in Q3 2020, its #761 holding.
  • ETrade Capital Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2020 and has held it in 2 quarters since.
  • ETrade Capital Management's JPMorgan Diversified Return US Equity ETF position peaked at $350K in Q2 2020.
  • 77 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.